13F filer

Mesirow Financial Investment Management

As of Jun 30, 2026 Filed Jul 22, 2026 CIK 1469475 SEC filings ↗

13F Value

$6.37B

Positions

529

Top Position

BRK.B7.7%

Top 5

23.5%

Latest filing changes

vs Mar 31, 2026

1 VUG Vanguard Morningstar Growth Index Fund — ETF Shares +532.6%+$45.1M

2 AKRE Akre Focus ETF +69.0%+$29.3M

3 VXUS Vanguard Total International Stock Index Fund — ETF Shares +13.0%+$10.8M

4 AAPL Apple +3.8%+$10.6M

5 SGOV iShares 0-3 Month Treasury Bond ETF +12.8%+$8.9M

Holdings529

#
1	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 980,399 reported quantity $490,579,109 reported value	7.7%	$490.6M	+0.4%	980.4K	7.6%	Common Stock
2	AAPL Apple	4.6%	$292.6M	+3.8%	1.01M	4.0%	Common Stock
3	MOAT VanEck Morningstar Wide Moat ETF	4.3%	$275.2M	-1.0%	2.65M	4.2%	ETF
4	IJR iShares Core S&P Small-Cap ETF	3.8%	$240.0M	+3.2%	1.62M	3.2%	ETF
5	GOOG Alphabet Class C	3.1%	$197.7M	+3.0%	559.5K	2.5%	Common Stock
6	IVV iShares Core S&P 500 ETF	2.9%	$185.0M	+1.3%	247.0K	2.6%	ETF
7	ITOT iShares Core S&P Total U.S. Stock Market ETF	2.8%	$176.9M	+2.1%	1.08M	2.4%	ETF
8	VOO Vanguard 500 Index Fund — ETF Shares	2.4%	$150.6M	+5.5%	219.3K	2.0%	ETF
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 367,716 reported quantity $131,410,262 reported value	2.1%	$131.4M	-1.3%	367.7K	1.7%	Common Stock
10	MSFT Microsoft	1.8%	$117.2M	-31.2%	314.3K	2.7%	Common Stock
11	JPM JPMorgan Chase	1.6%	$103.0M	+0.8%	314.5K	1.5%	Common Stock
12	SPY State Str SPDR S&P 500 ETF T — Tr Unit	1.5%	$97.9M	+1.0%	131.0K	1.4%	ETF
13	AMZN Amazon	1.5%	$97.8M	+0.6%	410.2K	1.4%	Common Stock
14	IJH iShares Core S&P Mid-Cap ETF	1.5%	$95.6M	-39.9%	1.24M	2.3%	ETF
15	CAT Caterpillar	1.5%	$95.1M	-0.7%	89.3K	1.0%	Common Stock
16	VXUS Vanguard Total International Stock Index Fund — ETF Shares	1.5%	$94.0M	+13.0%	1.10M	1.2%	ETF
17	IWF iShares Russell 1000 Growth ETF	1.4%	$87.6M	-0.2%	705.5K	1.2%	ETF
18	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	1.4%	$87.6M	+0.3%	554.0K	1.3%	ETF
19	FPAG FPA Global Equity ETF	1.4%	$86.1M	-50.9%	2.14M	2.6%	ETF
20	SGOV iShares 0-3 Month Treasury Bond ETF	1.2%	$78.4M	+12.8%	779.0K	1.1%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing24

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.